Workflows
Run one real workflow first.
Three steps to your first answer. One follow-up saves the record. The Free brief compares your level with delayed market facts in the external AI client you already use. Slatemark hosts no model.
Market, research, and brokerage reads are read-only. Journal writes change only your Slatemark record. No orders. Not investment advice. No performance claim. Read the terms.
Three steps
You will start on Free with no card required. Plus is $4.99 a month when you want brokerage Account Data and periodic fill reconciliation.
Use Claude Desktop, Claude Code, or Cursor. Slatemark connects through Model Context Protocol (MCP), the open standard AI clients use to call data tools. The optional skill is a separate file you may install after the first answer.
Replace the ticker and level below, copy the question, and ask it in your client. A successful Slatemark tool call, not a copy action, marks activation.
Fast path for Claude users
Open Slatemark in Claude's connector directory, choose Connect, and sign in when Claude asks. The listing installs the connector only; it does not list or endorse the optional skill.
Other compatible clients reach the same hosted service through their own directory or manual setup path.
Pre-trade brief Free
Replace the ticker and level. Slatemark supplies delayed price and indicator facts with source, fetch-time, and freshness metadata where available. Your external AI client controls the reply. The workflow compares the values without recommending an action.
Two other useful workflows
Review a closed trade
Review this completed trade against the thesis, levels, and invalidation I provide. Separate my facts from fetched facts, show source, fetch-time, and freshness metadata where available, and leave missing information missing.
Start a journal record
Turn these trade facts into a Slatemark journal entry. Ask for any missing symbol, side, quantity, or thesis, and do not infer them. Leave every other missing field missing.
Browse all worked examples, including Plus workflows. The transcripts are hand-authored and fictional; no tool ran for that page.
Save the answer as a record
After a successful read-only answer, the signed-in journey offers one journal follow-up. Supply the symbol, side, quantity, and thesis; missing fields stay missing. Plus brokerage workflows remain discoverable in Examples, after this Free win.
Setup help while you try it
If setup stalls, ask in Discord with the AI client you use and the setup step you reached. Do not share Account Data, account numbers, broker screenshots, or private trade details in public channels. Email support for sensitive help.